AI agents are driving up demand for KV cache and token storage, reshaping memory architecture. Cost considerations are pushing token storage down from expensive HBM and DRAM to SSDs. NAND suppliers ar...
As NAND suppliers shifted capacity and compressed the consumer market, manufacturers fully expanded high-margin enterprise SSDs. Driven by generative AI and cloud infrastructure expansion, both shipme...
During the first half of 2026, surging demand for KV Cache coupled with constrained memory supply resulted in severe memory bottlenecks. To resolve the KV Cache bottlenecks, industry players are seeki...
In January 2026, NVIDIA introduced the CMX Context Memory Storage Platform, managed by the BlueField‑4 DPU, to extend the memory hierarchy between local SSD and shared storage and address the massive...
In AI inference, MoE architectures and long-context processing have sharply increased memory-capacity requirements for model weights and KV cache, shifting the bottleneck from insufficient compute to...
TurboQuant breaks language model memory bottlenecks via lossless dimensional compression, drastically boosting efficiency. Plummeting costs spark massive long-sequence application demand, comprehensiv...
The Enterprise SSD market saw a strong 3Q25 recovery, with prices and volumes rising due to AI inference and server build-out. Cautious supply combined with explosive demand for ultra-large capacity p...
